Tarbox Family Office’s Avalara, Inc. AVLR Stock Holding History

Tarbox Family Office’s Portfolio AVLR Stock Details AVLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$17K	–	1203
2021 Q3	$17K	Hold	100	–	–	﹤0.01%	405
2021 Q2	$16K	Buy	+100	New	+$13.9K	﹤0.01%	415

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Tarbox Family Office's AVLR Position: Q4 2021 in Review

Tarbox Family Office sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 100 shares — an estimated $17K sold.

Tarbox Family Office first reported a position in AVLR in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Tarbox Family Office reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Tarbox Family Office sold 100 Avalara, Inc. shares in Q4 2021, an estimated $17K.
Tarbox Family Office first reported a position in Avalara, Inc. in Q2 2021 and held it in 2 quarters.
Tarbox Family Office's Avalara, Inc. position peaked at $17K in Q3 2021.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.